About Us

About Our Firm

Serfass & Serfass, P.C. is the successor firm to W. N. Serfass & Co. which was founded in 1956 for the practice of accounting, auditing and income tax preparation. Serfass & Serfass, P.C. was established in mid-2000, shortly after services formally expanded to include the investment, personal financial planning and estate planning fields. In addition to the two principals, the firm presently employs four full-time employees  two senior and/or staff accountants, and two administrative assistants.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Serfass & Serfass, PC is dedicated to meeting these goals with high standards of excellence and professionalism.

- 35+ Years Experience in Accounting and Investment Management Experience with Recent Focus on Tax, Financial and Estate Planning

- 2+ Years with Price Waterhouse

- 16 Years with PNC Bank, Including 9+ Years Experience as Portfolio Manager and 5+ Years Serving as President of Provident National Investment Corporation. Responsible for Actively Managing Investment Portfolios Peaking at $500 million in Assets